ziftsolutions.com Open in urlscan Pro
18.218.17.46  Public Scan

Submitted URL: https://em.ziftsolutions.com/OTA3LUtPSS02MjQAAAGIH8qkmwj6By5nct116EhziyQ5OGMHInDacc9ntDHnkAkL5bn1SLnRtfvO48x0LJcV7PPPEOQ=
Effective URL: https://ziftsolutions.com/blog/partner-portal-launch-best-practices/?mkt_tok=OTA3LUtPSS02MjQAAAGIH8qkm2oBhMacEnbxV8jELkIEr...
Submission: On November 17 via manual from US — Scanned from DE

Form analysis 6 forms found in the DOM

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GET https://ziftsolutions.com/

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POST https://ziftsolutions.com/wp-admin/admin-post.php

<form method="post" class="gdpr-privacy-preferences-frm" action="https://ziftsolutions.com/wp-admin/admin-post.php">
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          <div class="gdpr-cookies-used">
            <div class="gdpr-cookie-title">
              <p>Privacy Policy</p>
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            </div>
            <div class="gdpr-cookies">
              <span> You read and agreed to our <a href="/legal/privacy-policy/">Privacy Policy</a>.</span>
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  <footer>
    <input type="submit" class="btn-accent btn-flat" value="Save Preferences">
    <span><a href="https://ziftsolutions.com/legal/privacy-policy/" target="_blank">Privacy Policy</a></span>
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</form>

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BEST PRACTICES FOR LAUNCHING YOUR PARTNER PORTAL


October 27 2022|In Partner Management|By Kelsey Worsham


CHANNEL NEWS DIRECTLY INTO YOUR INBOX


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You probably already know that a partner portal is a critical place for enabling
successful communication, passing knowledge to appropriate parties, and driving
product sales. 

What you may not know is that there are common best practices for launching
these portals. By following a set of suggested best practices, suppliers can
sell their products better and develop more productive partners. We’ve found
that starting off on the right foot is more likely to lead to long-term portal
success, so these best practices are especially important for teams getting
started with a brand-new partner portal.

Below, we’ve rounded up eight best practices for both internal teams (that may
include Partner Account Managers or Channel Account Managers) and partner teams
to follow from the earliest days of portal implementation. 

For  internal teams:

 * Develop a Clear Communication Plan
 * Host a Launch Webinar
 * Hold Office Hours

For partners:

 * Follow a Communication Plan
 * Host a Launch Webinar
 * Create User Guides or Guided Tours
 * Hold Office Hours
 * Follow a 30/60/90-Day Onboarding Plan


CHANNEL PARTNER PORTAL BEST PRACTICES: INTERNAL TEAMS

Members of internal teams, whether they’re a Partner Account Manager, Partner
Program Manager, or Channel Account Manager, need to understand the value that
comes with a new partner portal. The more they’re able to learn about their
portal, the more effectively they can facilitate the success of channel
partners. Our suggested best practices will help internal teams become more
successful communicators to partners and ensure a foundational knowledge of the
portal.


DEVELOP A CLEAR COMMUNICATION PLAN

Right off the bat, suppliers should communicate early and often with their
entire organization on the value of a new portal. If you’ve moved from one
partner portal to another, like ZiftONE, there should be clear change management
information exchanged between all members of the team. Remember what they say:
clear is kind! Clear communication and expectations for this new partner portal
will hold everyone accountable to the same standards.





HOST A LAUNCH WEBINAR

Launch webinars should be set up for internal teams to provide an overview of
the new portal. Ideally, this webinar would be a high-level tour that pieces
together what lives in the portal–and where. Internal teams need to be educated
on the key features of the partner portal and how they will impact day-to-day
operations.

Helpful hint: If your internal team is going to be training partners on the
portal, this is a great opportunity for providing training information.


HOLD OFFICE HOURS

If you’re getting started with the ZiftONE portal, our team provides Zift-hosted
Office Hours to answer questions and demonstrate product features. We suggest
hosting these one-hour meetings on a regular cadence, whether that’s monthly or
every other month, to make the most of your new partner portal. Suppliers can
open Office Hours up to an unlimited number of internal team members.


CHANNEL PARTNER PORTAL BEST PRACTICES: PARTNER-FACING

Similar to partner portal best practices for internal teams, our partner-facing
best practices revolve around clear communication and knowledge transfers. While
some of these suggested tips are specific to ZiftONE users, they all get down to
the same idea: an enabled partner will do their job better than any other type
of partner.


FOLLOW A COMMUNICATION PLAN

Whether you’re 6-8 weeks into using your partner portal or at the earliest days
of a portal launch, you should be communicating the value of a new portal with
your partners. Within a communication plan, share:

 * How the portal can be accessed
 * What partner expectations are
 * How to register new users

Don’t forget that you can use social media as means for promoting the new portal
to partners! You can promote material that contains overall portal benefits–and
for those in ZiftONE, your Service Points can be used for these types of
to-partner communications.





HOST A LAUNCH WEBINAR

From the beginning of working in a new portal, you should be doing everything
you can to get partners excited about their new work environment! A launch
webinar is a perfect way to do this. Suppliers can utilize these to share
important information on platform benefits, explain ease of use, and pass along
tips for how to get started. ZiftONE Service Points can be used for a
customer-hosted, Zift-led demo of the platform to take the work out of your
hands.


CREATE USER GUIDES/GUIDED TOURS

As a supplier, your job is to make it as easy as possible for partners to get
started with your new portal. A great way to do this is to create user guides or
guided tours within the portal. Easy-to-digest materials will make using (and
understanding!) the portal simple. While you could take matters into your own
hands and create guided tours through a platform like Loom, ZiftONE customers
can use their Service Points to have guided tours created for their teams.


HOLD OFFICE HOURS

Just like we suggested for internal teams, Zift-hosted Office Hours are a great
way to answer questions from your partners about their new portal. Partners can
drop into these one-hour sessions hosted on a regular cadence to address
platform-related questions on content or features.


FOLLOW A 30/60/90-DAY ONBOARDING PLAN

Finally, setting up a 30/60/90-day onboarding plan for your partners to follow
will continue the path to partner implementation and success. Partners will be
more strongly equipped to explain the supplier’s value proposition and products
to end customers. 

Ultimately, it’s a supplier’s job to educate partners on your company’s value
proposition in an organized way through training courses, collateral that
represents your brand and positioning, and portal pages that explain how to get
the most out of their relationship with you. If these boxes are being checked
and best practices are followed, you’re already on the right track.



Curious to learn more about how Zift Solutions can help you launch a successful
partner portal? Contact a member of our team.

--------------------------------------------------------------------------------

KELSEY WORSHAM

Kelsey is the Senior Content Marketing and Communications Manager at Zift
Solutions.

 * 

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